@zeniai/client-epic-state 5.2.41-beta4MM → 5.2.41-beta6MM
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +16 -1
- package/lib/index.d.ts +2 -2
- package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts +18 -0
- package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.d.ts +2 -3
- package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +16 -1
- package/package.json +1 -1
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@@ -227,6 +227,7 @@ function emptyKpiSummary() {
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actualsReceived: { count: 0, expectedCount: 0, vendorsPending: 0 },
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autoReversed: { count: 0, percent: 0, clearedAmount: 0 },
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pendingReview: { count: 0, amount: 0, estimatedMinutesToClear: 0 },
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reversed: { count: 0 },
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variance: { percent: 0, averagePercentPerMatch: 0, netAmount: 0 },
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};
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}
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@@ -282,6 +283,7 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
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}
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const autoReversed = kpiRows.filter((row) => row.kind === 'auto_reversed');
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const pendingReview = kpiRows.filter((row) => row.kind === 'pending_review');
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const reversed = kpiRows.filter((row) => isReversedMatchKind(row.kind));
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const receivedCount = kpiRows.length;
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const rowsWithActual = kpiRows.filter((row) => row.actualAmount?.amount != null);
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const accruedTotal = rowsWithActual.reduce((sum, row) => sum + (row.accruedAmount?.amount ?? row.estimatedAmount.amount), 0);
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@@ -307,6 +309,9 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
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amount: sumRowAmounts(pendingReview, displayCurrencyCode),
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estimatedMinutesToClear: pendingReview.length * ESTIMATED_MINUTES_PER_PENDING_MATCH,
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},
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reversed: {
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count: reversed.length,
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},
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variance: {
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percent: accruedTotal === 0
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? 0
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@@ -319,14 +324,24 @@ export function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
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},
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};
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}
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function toActualMatchingMatchView(match) {
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return {
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...match,
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members: match.members.map(toMatchModalAccrual),
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leftovers: match.leftovers == null
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? undefined
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: match.leftovers.map(toMatchModalAccrual),
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};
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}
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export function getExpenseAutomationActualMatchingMatchView(state, matchId) {
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const view = state.expenseAutomationActualMatchingViewState;
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const match = getActualMatchingMatchById(state.actualMatchingState, matchId);
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return {
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detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
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ignoreStatus: view.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
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lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
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lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
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match:
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match: match == null ? undefined : toActualMatchingMatchView(match),
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refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
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undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
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};
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package/lib/index.d.ts
CHANGED
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@@ -316,7 +316,7 @@ import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData,
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import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
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import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, deleteCombinedStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
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import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
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import { ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from './view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes';
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import { ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from './view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes';
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import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
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import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
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import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
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@@ -735,7 +735,7 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
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export { ClassesViewSelectorReportV2 };
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export { BalancesTimeseries, TrendTimeseries, BalanceKind };
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export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePerformanceTrend, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, MonthCloseCheckMetrics, MonthCloseCheckProgressJson, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
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export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationActualMatchingViewSelector, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingSortKey, ExpenseAutomationActualMatchingStatusFilter, ExpenseAutomationActualMatchingViewUIState, ActualMatchingTransactionSearchResult, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, IgnoreActualMatchingSuggestionParams, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, JEKpiSummary, ALL_JE_PAGE_TABS, JEPageTab, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
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export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, ExpenseAutomationActualMatchingViewSelector, ActualMatchingKpiSummary, ActualMatchingMatchModalView, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingSortKey, ExpenseAutomationActualMatchingStatusFilter, ExpenseAutomationActualMatchingViewUIState, ActualMatchingTransactionSearchResult, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, IgnoreActualMatchingSuggestionParams, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, JEKpiSummary, ALL_JE_PAGE_TABS, JEPageTab, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
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export { JEScheduleLocalData };
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export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, ExpenseAutomationJEOneTimeAccrualDetailView, JEScheduleRow, JEScheduledTransactionWithFailedEntries, NewJeDetailLocalData, NewJeScheduleState, NewOneTimeAccrualLocalData, NewAccrualAccountsView, NewScheduleLocalData, NewScheduleLocalDataFixedAssets, NewScheduleSearchTransactionsView, NewScheduleView, SearchTransactionsState, computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
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export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
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@@ -43,6 +43,9 @@ export interface ActualMatchingKpiSummary {
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count: number;
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estimatedMinutesToClear: number;
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};
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reversed: {
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count: number;
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};
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variance: {
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averagePercentPerMatch: number;
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netAmount: number;
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@@ -76,6 +79,21 @@ export interface ActualMatchingMatchModalView {
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76
79
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matchedTransactionId?: string;
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77
80
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};
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78
81
|
}
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82
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+
export interface ActualMatchingMatchView {
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83
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+
accruedAmount: Amount;
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84
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+
actualAmount: Amount;
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85
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+
kind: ActualMatchingRowKind;
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86
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+
matchId: string;
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87
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+
members: JEOneTimeAccrual[];
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88
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+
transactionIntegrationId: ID;
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89
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+
transactionType: string;
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90
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+
leftovers?: JEOneTimeAccrual[];
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91
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+
matchShape?: string;
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92
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+
matchTier?: string;
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93
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+
transactionDate?: string;
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94
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+
vendorId?: ID;
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|
95
|
+
vendorName?: string;
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|
96
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+
}
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79
97
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export interface ExpenseAutomationActualMatchingViewSelector extends SelectorView {
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80
98
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hasLoadedForSelectedPeriod: boolean;
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81
99
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ignoreStatusByMatchId: Record<string, FetchStateAndError>;
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@@ -1,13 +1,12 @@
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1
1
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import { FetchStateAndError } from '../../../commonStateTypes/common';
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2
2
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import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
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3
3
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import { DisplayCurrencyFallback } from '../../../entity/actualMatching/actualMatchingPayload';
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4
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-
import { ActualMatchingMatch } from '../../../entity/actualMatching/actualMatchingState';
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5
4
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import { ActualMatchingMatchId } from '../../../entity/actualMatching/actualMatchingTypes';
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6
5
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import { JEOneTimeAccrual } from '../../../entity/jeSchedules/jeSchedulesSelector';
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7
6
|
import { JEOneTimeAccrualMatchSuggestion } from '../../../entity/jeSchedules/jeSchedulesState';
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8
7
|
import { RootState } from '../../../rootStateTypes';
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9
8
|
import { ZeniDate } from '../../../zeniDayJS';
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10
|
-
import { ActualMatchingKpiSummary, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from '../selectorTypes/actualMatchingViewSelectorTypes';
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|
9
|
+
import { ActualMatchingKpiSummary, ActualMatchingMatchView, ActualMatchingRow, ActualMatchingRowKind, ExpenseAutomationActualMatchingViewSelector } from '../selectorTypes/actualMatchingViewSelectorTypes';
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|
11
10
|
import { MatchAndReverseResult, UndoReversalResult } from '../types/actualMatchingViewState';
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12
11
|
export declare function getSelectedMonthYearForCurrentTenant(state: RootState): MonthYearPeriod | undefined;
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|
13
12
|
export declare function getTenantDisplayCurrency(state: RootState): DisplayCurrencyFallback | undefined;
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|
@@ -32,7 +31,7 @@ export interface ExpenseAutomationActualMatchingMatchView {
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32
31
|
undoReversalStatus: FetchStateAndError;
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|
33
32
|
lastMatchResults?: MatchAndReverseResult[];
|
|
34
33
|
lastUndoResults?: UndoReversalResult[];
|
|
35
|
-
match?:
|
|
34
|
+
match?: ActualMatchingMatchView;
|
|
36
35
|
}
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|
37
36
|
export declare function getExpenseAutomationActualMatchingMatchView(state: RootState, matchId: ActualMatchingMatchId): ExpenseAutomationActualMatchingMatchView;
|
|
38
37
|
export declare function getCloseMatchAfterUndo(state: RootState): boolean;
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|
@@ -247,6 +247,7 @@ function emptyKpiSummary() {
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|
247
247
|
actualsReceived: { count: 0, expectedCount: 0, vendorsPending: 0 },
|
|
248
248
|
autoReversed: { count: 0, percent: 0, clearedAmount: 0 },
|
|
249
249
|
pendingReview: { count: 0, amount: 0, estimatedMinutesToClear: 0 },
|
|
250
|
+
reversed: { count: 0 },
|
|
250
251
|
variance: { percent: 0, averagePercentPerMatch: 0, netAmount: 0 },
|
|
251
252
|
};
|
|
252
253
|
}
|
|
@@ -302,6 +303,7 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
|
|
|
302
303
|
}
|
|
303
304
|
const autoReversed = kpiRows.filter((row) => row.kind === 'auto_reversed');
|
|
304
305
|
const pendingReview = kpiRows.filter((row) => row.kind === 'pending_review');
|
|
306
|
+
const reversed = kpiRows.filter((row) => isReversedMatchKind(row.kind));
|
|
305
307
|
const receivedCount = kpiRows.length;
|
|
306
308
|
const rowsWithActual = kpiRows.filter((row) => row.actualAmount?.amount != null);
|
|
307
309
|
const accruedTotal = rowsWithActual.reduce((sum, row) => sum + (row.accruedAmount?.amount ?? row.estimatedAmount.amount), 0);
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|
@@ -327,6 +329,9 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
|
|
|
327
329
|
amount: sumRowAmounts(pendingReview, displayCurrencyCode),
|
|
328
330
|
estimatedMinutesToClear: pendingReview.length * ESTIMATED_MINUTES_PER_PENDING_MATCH,
|
|
329
331
|
},
|
|
332
|
+
reversed: {
|
|
333
|
+
count: reversed.length,
|
|
334
|
+
},
|
|
330
335
|
variance: {
|
|
331
336
|
percent: accruedTotal === 0
|
|
332
337
|
? 0
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|
@@ -339,14 +344,24 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
|
|
|
339
344
|
},
|
|
340
345
|
};
|
|
341
346
|
}
|
|
347
|
+
function toActualMatchingMatchView(match) {
|
|
348
|
+
return {
|
|
349
|
+
...match,
|
|
350
|
+
members: match.members.map(toMatchModalAccrual),
|
|
351
|
+
leftovers: match.leftovers == null
|
|
352
|
+
? undefined
|
|
353
|
+
: match.leftovers.map(toMatchModalAccrual),
|
|
354
|
+
};
|
|
355
|
+
}
|
|
342
356
|
function getExpenseAutomationActualMatchingMatchView(state, matchId) {
|
|
343
357
|
const view = state.expenseAutomationActualMatchingViewState;
|
|
358
|
+
const match = (0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId);
|
|
344
359
|
return {
|
|
345
360
|
detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
|
|
346
361
|
ignoreStatus: view.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
|
|
347
362
|
lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
|
|
348
363
|
lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
|
|
349
|
-
match:
|
|
364
|
+
match: match == null ? undefined : toActualMatchingMatchView(match),
|
|
350
365
|
refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
|
|
351
366
|
undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
|
|
352
367
|
};
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@zeniai/client-epic-state",
|
|
3
|
-
"version": "5.2.41-
|
|
3
|
+
"version": "5.2.41-beta6MM",
|
|
4
4
|
"description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
|
|
5
5
|
"main": "lib/index.js",
|
|
6
6
|
"module": "lib/esm/index.js",
|